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Reassigning of groups from one user to another
Posted: 23 Aug 07 4:40 AM
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Hi All,
Is there a possibility of reassigning groups of Acct/Cont/Oppty or a part of group from one user to another ?
Is it already available in the SLX system?
TIA.
Regards,
Richa |
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Re: Reassigning of groups from one user to another
Posted: 23 Aug 07 11:19 PM
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Hi Frank,
I checked it, there is provision to reassign activities and territories.
But what we are looking for is reassignment of groups of Accnt/Cont/Oppty or a part of group from one user to another.
Any pointers tio that?
Thanks,
Richa
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Re: Reassigning of groups from one user to another
Posted: 24 Aug 07 3:36 AM
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| The Territory Relignment tool can be pointed at a group. Create a group that contains the accounts you want to reassign, then use it as the source for the realignment. You may have to create a few groups but it should do the job. |
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Re: Reassigning of groups from one user to another
Posted: 28 Aug 07 11:46 PM
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Hi Frank,
Actually i want to know when we create custom groups,say an Account group - R_Accnt - then does this info gets stored anywhere in the DB?
Also, the accounts that now have been added to the group, do they have some field which would tell they belong to a particular group..??
Thanks,
Richa |
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Re: Reassigning of groups from one user to another
Posted: 28 Aug 07 11:55 PM
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Also, the Reallign Territories functionality only accepts Accounts group...can we modify it to choose from other groups as well....say Contact and Oppartunities groups..??
TIA.
Richa |
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Re: Reassigning of groups from one user to another
Posted: 29 Aug 07 12:05 AM
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Not exactly, but you could always somewhat extract the SQL statement from the Desired group and Create an Account Group that uses it.
For instance, I ran into a situation where the user had created 8 Adhoc groups that he wanted to reassign to 8 different Account Managers.
Since the group couldn't be used on the Admin, I created 8 new groups that via SQL statement gather the records from the Adhoc groups (this is a special case because the data is stored on the ADHOCGROUP table)
So, I created a New Account group, added a Condition for the Account ID, and set it to be used as a Literal, then I pased the SQL statement that I needed, in this case:
SELECT ENTITYID FROM ADHOCGROUP WHERE GROUPID = 'THEPLUGINID OF THE GROUP'
By doing it this way, I was then able to use my set of groups on the Territory Realignment.
Good luck!
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Re: Reassigning of groups from one user to another
Posted: 29 Aug 07 2:14 AM
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Originally posted by Richa
Hi Frank,
Actually i want to know when we create custom groups,say an Account group - R_Accnt - then does this info gets stored anywhere in the DB? |
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If you create a dynamic group (ie one driven by a SQL select statement then the information is stored in a in the plugin table.
If you create an adhoc group then pointers to the selected records are is stored in the ADHOCGROUP table.
| Also, the accounts that now have been added to the group, do they have some field which would tell they belong to a particular group..?? |
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If you create an adhoc (ie static) group then the primary record IDs are stored in the adhocgroup table. |
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